Understanding the Role of a Professional Special Needs Trust Trustee
A critical decision for families establishing a Special Needs Trust is the choice of trustee. Many opt for a professional trustee to manage these trusts.
Securing the Future: The Essential Role of Special Needs Planning and Financial Planning
This article is provided by Andrew Hook, CELA of Hook Law Center in Virginia Beach, VA. Andy is a founding member of the Special Needs Alliance, and also is a CERTIFIED FINANCIAL PLANNERTM (CFP®). He focuses on elder law, special needs planning, and asset protection.
When And How Do I Fund My Special Needs Trust for My Child with Disabilities?
This issue of The Voice® is written by Thomas Begley, CELA, of Begley Law Group in Moorestown, New Jersey. His firm specializes in special needs planning, special needs trusts, guardianship, and estate planning.
A Short Primer on Trusts and Trust Taxation
This issue of The Voice® is a refreshed and updated version of an article that was written by SNA member Tara Anne Pleat, CELA of Wilcenski & Pleat of Clifton Park, NY, and SNA Emeritus member Barbara Hughes, who was formerly with Johnson Teigen LLC of Fitchburg, WI. The original article was posted in January 2012.